Ask your books a question in plain language
The hard part of financial reporting is usually knowing which report to run. The AI financial analyst works over your existing ledger data to surface trends and anomalies and answer questions directly.
What it helps with
- Surfacing trends and anomalies across the portfolio
- Answering questions about income, expenses, and margin
- Pointing at the underlying entries behind a number
- Complementing — not replacing — the standard financial statements
Verify before you rely on it
AI-assisted output is a starting point for analysis, not a substitute for reviewed books or professional advice. Standard financial statements remain the authoritative record, and material decisions should be checked against them.
Frequently asked questions
Does the AI change my books?
It works over your accounting data to surface insight. The general ledger and financial statements remain the authoritative record.
Can I rely on it for tax decisions?
No. AI-assisted analysis is not tax or accounting advice. Review with a qualified professional.
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Documentation
- AI Financial Analyst — How to ask questions about your books in plain English, what the AI is good at, and where your own judgment still matters.
- Financial Reports — The core reports Seayora produces — Profit & Loss, Balance Sheet, aging, budgets vs. actual — and how to read them.
- Accounting Automations — How to build if-this-then-that rules that fire on accounting events like overdue invoices or received payments.
Related features
- Financial Reports & Tax Exports — Generate profit and loss, balance sheet, and portfolio reports, and export Schedule E tax reports in a single click across every property you own or manage.
- Property Management Accounting — A full chart of accounts and general ledger purpose-built for rentals — income and expenses tracked to the unit, with rent, fees, and maintenance posting automatically.